Retirement
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Business
Cheap, Fun, And Practical Buys With Your Stock Market Returns
With another strong year in the stock market, it’s time for investors to celebrate! While marveling at the growth of…
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Business
Capitalizing On The Return To Office: Big City Real Estate Insights
Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While…
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Business
2025 Housing Price Forecasts: Continued Strong Gains
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The…
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Business
Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront…
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Business
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial…
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Business
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…
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Business
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k)…
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Business
A Net Worth Equal To 25X Expenses Is Not Enough To Retire Early
Being financially independent means having enough passive income to cover your essential or desired living expenses. A common guideline is…
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Business
The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been…
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Business
The Power Of Losing: How Setbacks Can Lead To Success
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting…
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